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ProShares Ultra S&P500

96 hedge funds and large institutions have $518M invested in ProShares Ultra S&P500 in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 10096 (-4)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

29% less call options, than puts

Call options by funds: $171M | Put options by funds: $242M

42% less capital invested

Capital invested by funds: $893M → $518M (-$375M)

55% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 42

194.42% less ownership

Funds ownership: 590.68%396.26% (-194%)

Holders
96
Holders Change
-4
Holders Change %
-4%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
16
Increased
19
Reduced
42
Closed
20
Calls
$171M
Puts
$242M
Net Calls
-$71.1M
Net Calls Change
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
GHF
1
Good Harbor Financial
Illinois
$162M -$275M -37,303,552 -63%
Two Sigma Investments
2
Two Sigma Investments
New York
$62.8M +$37.9M +5,145,392 +152%
TCM
3
Tuttle Capital Management
Connecticut
$55.7M +$32.8M +4,443,888 +142%
SCP
4
Syntal Capital Partners
Texas
$39.7M +$5.21M +706,336 +15%
Goldman Sachs
5
Goldman Sachs
New York
$30.2M -$31.8M -4,308,016 -51%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$22M -$50.7M -6,871,824 -70%
Two Sigma Advisers
7
Two Sigma Advisers
New York
$19.5M +$18.1M +2,449,920 +1,257%
PI
8
Placemark Investments
Illinois
$14.6M -$19.3M -2,617,904 -57%
Deutsche Bank
9
Deutsche Bank
Germany
$8.85M -$2.77M -376,240 -24%
LPL Financial
10
LPL Financial
California
$7.23M -$1.31M -178,288 -15%
VAM
11
Visionary Asset Management
Texas
$6.85M -$12.8M -1,735,568 -65%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$5.25M +$1.27M +172,112 +32%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$5.1M -$7.18M -974,416 -58%
AWE
14
Avidian Wealth Enterprises
Texas
$4.75M -$40.1K -5,440 -0.8%
AIG
15
American International Group
New York
$4.72M +$3.23M +438,304 +216%
Millennium Management
16
Millennium Management
New York
$4.32M +$4.33M +587,808 New
TFA
17
Toth Financial Advisory
Virginia
$4.07M -$25.2K -3,424 -0.6%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.56M -$9.55M -1,296,080 -73%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.52M +$483K +65,568 +16%
WCM
20
Weatherstone Capital Management
Colorado
$3.16M -$4.43M -601,296 -58%
JT
21
Jump Trading
Illinois
$3.15M -$17.4M -2,361,824 -85%
SAMT
22
Select Asset Management & Trust
Pennsylvania
$3.04M +$3.05M +413,600 New
Morgan Stanley
23
Morgan Stanley
New York
$2.97M +$1.84M +249,424 +161%
Barclays
24
Barclays
United Kingdom
$2.39M +$1.27M +172,624 +112%
FAAS
25
First Allied Advisory Services
California
$2.3M -$3.51M -476,736 -60%

SSO Hedge Fund Activity: Q3 2014 in Review

96 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in ProShares Ultra S&P500 (SSO) for Q3 2014, worth a combined $518M — down 42% from $893M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of SSO and 16 opened new positions — a net loss of 4 holders — while 42 trimmed existing stakes and 19 added.

The largest buyer was Two Sigma Investments, adding an estimated $37.9M. The largest seller was Good Harbor Financial, cutting an estimated $275M.

  • 96 institutional investors held ProShares Ultra S&P500 (SSO) as of Q3 2014, down from 100 in Q2 2014.
  • Funds reported $518M of ProShares Ultra S&P500 stock for Q3 2014, down 42% quarter-over-quarter.
  • 16 funds opened new ProShares Ultra S&P500 positions in Q3 2014 and 20 closed out, a net change of -4 holders.
  • The largest ProShares Ultra S&P500 buyer in Q3 2014 was Two Sigma Investments, an estimated $37.9M added.
  • The largest ProShares Ultra S&P500 seller in Q3 2014 was Good Harbor Financial, an estimated $275M sold.

Based on aggregated 13F filings for Q3 2014.